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| cross border financial advisor: The Cross-Border Family Wealth Guide Andrew Fisher, 2017-01-03 Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion. |
| cross border financial advisor: Cross-border Banking Gerard Caprio, Douglas Darrell Evanoff, George G. Kaufman, 2006 Cross-border banking, while having the potential for a more efficient financial sector, also creates potential challenges for bank supervisors and regulators. This volume discusses topics that include: the landscape of cross-border bank activity, the resulting competitive implications, emerging challenges for prudential regulation, and more. Cross-border banking, while having the potential for a more efficient financial sector, also creates potential challenges for bank supervisors and regulators. It requires cooperation by regulatory authorities across jurisdictions and a clear delineation of authority and responsibility. That delineation is typically not present and regulatory authorities often have significantly different incentives to respond when cross-border-active banks encounter difficulties. Most of these issues have only begun to be seriously evaluated. This volume, one of the first attempts to address these issues, brings together experts and regulators from different countries. The wide range of topics discussed include: the current landscape of cross-border bank activity, the resulting competitive implications, emerging challenges for prudential regulation, safety net concerns, failure resolution issues, and the potential future evolution of international banking. |
| cross border financial advisor: The Border Guide Robert Keats, 2019-09-01 Cross the Border with Confidence! Now in its twelfth edition, this book is the definitive guide to everything financial for those living a cross-border lifestyle in Canada and the US. If you are a Canadian living seasonally or year-round in the US, a US citizen living in Canada, or if you have financial assets in both countries, this book can save you time, money, and headaches. Updated for recent changes to cannabis laws and the United States-Mexico-Canada Agreement, the strategies outlined here will help you adopt the most amazing, ideal crossborder lifestyle. Imagine your own virtual private swinging door on the Canada/US border that allows you to go through in either direction whenever you want, for whatever time period you want, free from worry and funded by substantial tax reductions. Plus it will give you access to both US and Canadian medical coverage for the rest of your life! Learn how to: • Legally reduce both Canadian and US taxes • Protect your assets from fluctuating exchange rates • Eliminate stress during border crossings • Operate your business from either side of the border to your best advantage • Make investments that are free from both income and estate taxes • Use proven tools to eliminate both the Canadian death tax and US estate taxes • Remove your RRSP and other registered plans from Canada at very low or no net income taxes using proven cross-border tools • Use the Canada/US Tax Treaty to greatly save money and reduce taxes on the sale of your business The included, exclusive kit of downloadable materials includes: • Choosing a cross-border financial planner • Lists of free, useful publications • Lists of embassies and consulates • — And much more! |
| cross border financial advisor: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| cross border financial advisor: Managing Country Risk Daniel Wagner, 2012-02-15 What would you do if a law that enabled your investment to operate successfully abroad suddenly changed, and your business could no longer operate profitably there? Imagine exporting goods to a government buyer only to discover after the fact that your home country, or the United Nations, has just imposed an embargo on that country. Managing Country Risk: A Practitioner’s Guide to Effective Cross-Border Risk Analysis explains how to identify and manage the many risks associated with conducting business abroad. Daniel Wagner, an industry expert with decades of battle-tested experience, provides the real-world insight needed to think outside the box and anticipate the impact of change on your business operations. Using case studies and practical examples, it supplies essential information on country risk management and explains how these concepts apply to every day operational examples. Considering the impact of perception on investment decisions, it demonstrates how to put a country risk assessment into practice and explains how to create a framework, select the right tools, and map out a country risk analysis methodology. Appropriate for a wide audience—from individual entrepreneurs and small exporters to multinational corporations—the book provides a solid foundation in the basics of country risk analysis. It facilitates an understanding of the full range of cross-border risks and explains how to manage them. The strategies, concepts, and tools outlined in the book provide you with the understanding needed to help your organization make more-informed decisions about how it does business abroad. Practical examples and case studies provide the real-world insight needed to add value to the risk management processes in your organization and enhance your company’s ability to make a profit. |
| cross border financial advisor: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. |
| cross border financial advisor: Canada-U.S. Tax Treaty Fraser Milner Casgrain (Firm), 2009 |
| cross border financial advisor: Taxation of Canadians in America Dale Walters, Sally Taylor, David Levine, 2012-11-30 Are you a Canadian who spends your winters in the southern United States, or occasionally conducts work in the US? Many Canadians do not know that they need a work visa to legally conduct business during their stay in the United States. Even more worrisome is that they don’t know that they may be required to file taxes with the IRS. This law also applies to those telecommuting from the US for Canadian businesses. The consequences of declining to pay taxes or not obtaining a work visa can be severe. One could end up being declared an illegal immigrant and being deported! |
| cross border financial advisor: When Families Cross Borders: A Guide for Internationally Mobile People Jenniver A. Patterson, 2006 |
| cross border financial advisor: Essentials of Personal Financial Planning Susan M. Tillery, Thomas N. Tillery, 2018-09-21 ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve. |
| cross border financial advisor: Cross-Border Mergers and Acquisitions Mohammad Bedier, 2018-09-28 This book provides the reader with an overview of the origin of corporations and the history of mergers and acquisitions. It demystifies the dynamics of mergers and identifies the unique impediments facing cross-border mergers and acquisitions, with great attention to the pre-merger control laws and regulations, in several regions (US, EU, and Middle East). Most importantly, it discusses and assesses merger deregulation and other key reforming proposals. |
| cross border financial advisor: International and Comparative Mineral Law and Policy Elizabeth Bastida, Thomas W. Waelde, Janeth Warden-Fernández, 2005-01-01 This book covers a broad spectrum of issues shaping the current paradigm of minerals sector governance. The ultimate aim of the book is to understand trends and developments in mineral law and policy occurring at international, regional, cross-border and in some selected cases at national level and also to identify some of the challenges lying ahead. With these objectives in view, the book brings together a representative selection of the most knowledgeable authors on the subject. The contributions deal with a diverse range of issues tackled from interdisciplinary perspectives. Topics are divided into five main chapters: international and comparative aspects of mineral law; actors and policies in the minerals industry; investment prospects, financial and fiscal issues; sustainable development and regional outlooks. The book aspires to serve as a useful reference for scholars, practitioners, students and all those with an interest in current developments in the areas reviewed. Elizabeth Bastida is the Rio Tinto Research Fellow and the Director of the Mineral Law and Policy Programme at the Centre for Energy, Petroleum, Mineral Law and Policy at the University of Dundee (CEPMLP/Dundee). Thomas W?lde is the Professor of International Economic, Natural Resources and Energy Law and was (until 2001) the Executive Director of CEPMLP/Dundee. He currently runs TWA, his private consultancy firm, which provides advisory services in natural resources and energy law, regulatory reform, investment promotion, state enterprise/agency appraisal and restructuring, privatisation, contract assessment, negotiation and dispute management. Janeth Warden-Fern?ndez is a Research and Teaching Fellow, an advisor of the Mineral Law and Policy Programme and the Manager of the Distance Learning Programme at CEPMLP/Dundee. |
| cross border financial advisor: U.S. Regulation of the International Securities and Derivatives Markets, 12th Edition Greene et al., 2017-05-17 |
| cross border financial advisor: US Reg International Securities and Derivative Market 11e (2 Vol) GREENE, 2014-12-29 Dramatic changes in U.S. law have increased the need to understand the complex regulation of todayand’s global capital and derivatives markets. U.S. Regulation of the International Securities and Derivatives Markets is the first truly comprehensive guide in this dynamic regulatory arena. This completely updated Eleventh Edition was authored by a team of attorneys at Cleary Gottlieb Steen and& Hamilton LLP, one of the foremost law firms in international finance. U.S. Regulation of the International Securities and Derivatives Markets provides thoroughly up-to-date coverage of the SEC Securities Offering Reform rules, the impact of the Dodd-Frank Act and the Sarbanes-Oxley Act on public companies in the United States, and much more. Advising clients on cross-border securities transactions means dealing with a tangle of complex rules and requirements. This comprehensive reference explains in detail virtually everything your clients might want to know, including: The U.S. securities and commodities laws pertaining to foreign participants and financial products entering U.S. capital markets, and U.S. securities in international markets, including a comprehensive discussion of the requirements imposed by the Sarbanes-Oxley Act and the regulatory framework established by the Dodd-Frank Act. The rules and regulations affecting each participant, including foreign banks, broker-dealers, investment companies and advisers, futures commission merchants, commodity pool operators, commodity trading advisors, and others The rules and requirements behind different cross-border transactions, including private placements and Rule 144A, ADR programs, the U.S./Canadian MJDS, global offerings, and more The principal European Union measures governing securities offerings and ongoing reporting in the European Union Many additional regulatory issues, including enforcement and remedies, recent case interpretations, FINRA and other SRO rules, and much more U.S. Regulation of the International Securities and Derivatives Markets, Eleventh Edition is by far the most comprehensive reference of its kind. This is the only desk reference covering all U.S. laws and regulations affecting international securities offerings and foreign participants in U.S. capital markets. It explains dozens of topics that simply cannot be found in any other published sourceand—saving you valuable research time, youand’ll have all the detailed information you need to guide clients through this dramatic new financial era. |
| cross border financial advisor: OECD Pensions Outlook 2016 OECD, 2016-12-05 The OECD Pensions Outlook 2016 assesses policy issues regarding strengthening pension systems and, in particular, funded pension plans. |
| cross border financial advisor: Mergers, Acquisitions, and Other Restructuring Activities Donald DePamphilis, 2015-07-28 Mergers, Acquisitions, and Other Restructuring Activities is unique in that it is the most current, comprehensive, and cutting-edge text on M&A and corporate restructuring available. It is current in that it includes many of the most up-to-date and notable deals (e.g., Facebook's takeover of WhatsApp, the Dell privatization, and Verizon's mega buyout of Vodafone's share of Verizon Wireless), precedent setting judicial decisions (e.g., efforts to overturn defenses at Airgas and Sotheby's), new regulations (e.g., expediting backend mergers), trends (e.g., increasing role of activist investors in takeovers), and new tactics (e.g., two-tiered poison pill) employed in M&As. Most integrative case studies are new for this edition and involve transactions that have been announced or completed since 2013. It is comprehensive in that nearly all aspects of M&As and corporate restructuring are explored. It is cutting edge in that conclusions and insights are anchored by the most recent academic research, with references to more than 200 empirical studies published in leading peer-reviewed journals just since 2012. And the substantially updated content is illustrated with numerous practical exhibits, case studies involving diverse transactions, easy-to-understand numerical examples, and hundreds of discussion questions and practice exercises. The highlights of the new edition are listed here: · New Chapters: Two new chapters: Chapter 9 and 14. Chapter 9 discusses the basics of applying financial modeling methods to firm valuation and assists the reader in understanding the power (and limitations) of models in analyzing real world situation. Chapter 14 illustrates how complex financial models often are used to support the deal structuring process during M&A negotiations. · New Cases: Ninety percent of the nearly forty case studies are new and involve transactions announced or completed during the last three years. These cases represent friendly, hostile, highly leveraged, and cross-border deals in ten different industries, involving public and private firms as well as firms experiencing financial distress. All end of chapter case studies begin with a Key Objectives section indicating what the student should learn from the case study and include discussion questions and solutions available in the online instructors' manual. · Latest Research: This edition focuses on the most recent and relevant academic studies, some of which contain surprising insights changing the way we view this subject matter. Recent research has significant implications for academicians, students, M&A practitioners, and government policy makers shedding new light on current developments and trends in the ever-changing mergers and acquisitions market. The market for corporate control and corporate restructuring strategies are constantly changing, reflecting the ongoing globalization of both product and capital markets, accelerating technological change, escalating industry consolidation, changing regulatory practices, and intensifying cross-border competition. While continuing to be relevant, empirical research covering the dynamics of the M&A markets of the 1970s, 1980s, and 1990s may be less germane in explaining current undercurrents and future trends. |
| cross border financial advisor: A Practical Introduction to Homeland Security and Emergency Management Bruce Oliver Newsome, Jack A. Jarmon, 2015-09-24 A Practical Introduction to Homeland Security and Emergency Management: From Home to Abroad serves as an extremely versatile, useful and timely addition to the homeland security field. - Jason Levy, Virginia Commonwealth University A Practical Introduction to Homeland Security and Emergency Management: From Home to Abroad offers a comprehensive overview of the homeland security field, examining topics such as counter-terrorism, border and infrastructure security, and emergency management. Authors Bruce Newsome and Jack Jarmon take a holistic look at the issues and risks, their solutions, controls, and countermeasures, and their political and policy implications. They also demonstrate through cases and vignettes how various authorities, policymakers and practitioners seek to improve homeland security. The authors evaluate the current practices and policies of homeland security and emergency management and provide readers with the analytical framework and skills necessary to improve these practices and policies. |
| cross border financial advisor: The Canadian Snowbird Guide Douglas Gray, 2009-12-31 Each year, more than a million Canadians, affectionately dubbed Snowbirds, migrate to southern climes to enjoy warm weather and sandy beaches. The strong Canadian dollar is making the trip more affordable and attractive than ever. But post-9/11, Canadians face tighter security, higher health costs, and higher fuel costs when traveling to the US. Canadians must budget accordingly. Especially for first-timers, how can they properly plan their trip to ensure a worry-free time away from home? Among the topics this book includes are: the Snowbird lifestyle; financial planning; what documents you need to enter the US; what types of insurance and coverage are recommended; ensuring you have an up-to-date will; how US tax law applies to Canadians if money is earned or property sold; snowbirding in Mexico and Costa Rica; plus FAQs, checklists, and sources of further information. |
| cross border financial advisor: Advances in Mergers and Acquisitions Sydney Finkelstein, Cary L. Cooper, 2022-09-14 Advances in Mergers and Acquisitions stands out from the competition due to its focus on three key characteristics: studies from scholars in different countries, with different research questions, relying on different theoretical perspective. |
| cross border financial advisor: FinTech, Financial Inclusion, and Sustainable Development David Mhlanga, 2024-09-16 This book explores the significant impact of FinTech on the financial industry and how it could be used to promote legitimate development in the global economy. It takes readers on an engaging tour of the field of FinTech, immersing them in a thorough investigation of the technological advancements, creative business models, and regulatory issues that define the FinTech landscape. The book begins by documenting the rise of FinTech, providing historical context, and highlighting key milestones. It delves into the numerous technologies that have fuelled the FinTech revolution and offers valuable insights into the ongoing evolution of the financial industry and its implications for individuals, businesses, and society. It explores topics such as microfinance, digital lending, social impact investing, and sustainable finance, signalling the ability of FinTech to foster financial inclusion, reduce poverty, and drive sustainable economic growth in developing economies. The book takes into account ethical as well as regulatory considerations, and the importance of striking a balance between innovation and consumer protection. The book offers a comparative regional perspective and provides case studies of successful FinTech organizations from across the world. It concludes by providing an in-depth exploration of future trends and predictions, with a specific focus on emerging technologies such as ChatGPT and their potential impact. This will be a useful reference for researchers, scholars, and students, concerned with the changing dynamics of the industry in an increasingly digital and interconnected world. |
| cross border financial advisor: FINANCIAL MARKETS INSTITUTIONS AND SERVICES GOEL, SANDEEP, 2018-08-01 During the last few years, India, with its strong financial system, has emerged as one of the fastest growing economies in the world. In view of the inevitable importance of financial system globally and in India, the present book is an attempt to provide an up-to-date overview of the Indian financial system and an elaborative discussion on its three wings: financial markets, institutions and services. KEY FEATURES Supported case studies and projects. Emerging issues like barter exchange, governance rating, and more. Current concepts, corporate practices, recent trends, and current data on the subject. Illustrations, tables, figures for a vivid visual impact and related concepts to real-life situations. Graded pedagogy—MCQs, True/ false, Fill in the blanks, Short answer questions, Critical thinking questions and discussion problems at the end of each chapter. Solutions to all MCQs in the respective chapters. Instructor’s manual and Learning Material for students are available at www.phindia.com/Books/ LearningCentre TARGET AUDIENCE • MBA • BBA • B.Com / M.Com • B.A. / M.A. Economics |
| cross border financial advisor: Financial Services Firms Zabihollah Rezaee, 2011-06-09 Indispensable coverage of new federal regulatory reforms and federal financial issues An essential guide covering new federal regulatory reforms and federal financial issues Financial Institutions, Valuations, Mergers and Acquisitions, Third Edition presents a new regulatory framework for financial institutions in the post-bailout era. Provides valuable guidance to assess risks, measure performance and conduct valuations processes to create shareholder value Covers the protection of other stakeholders, including customers, regulators, government, and consumers Offers an up-to-date understanding of financial institutions, their challenges, and their opportunities in the post-Sarbanes-Oxley era Over the past decade, substantial changes have taken place in the structure and range of products and services provided by the financial services industry. Get current coverage of these changes that have transformed both traditional organizations such as banks, thrifts, and insurance companies, as well as securities providers, asset management companies and financial holding companies with the up-to-the-minute coverage found in Financial Institutions, Valuations, Mergers and Acquisitions, Third Edition. |
| cross border financial advisor: Global Business Riad A. Ajami, G. Jason Goddard, 2017-10-12 Globalization has been under extreme pressure in the wake of the financial crisis. Multinational firms are weighing the costs and benefits of international scale and scope, and are increasingly under pressure to hire local, to source local, and to pay taxes domestically. At the same time global competitive pressures have intensified. This book reviews international business practices from the multinational firm perspective, and provides pathways forward concerning competitiveness and sustainability in global markets. What sets this book apart from others is that the benefits and pitfalls of globalization are addressed. Chapter coverage focuses on the functional areas of the business and how they are impacted by international expansion. Practical case studies supplement chapter coverage and highlight both positive and negative developments in the global business arena. Readers should expect to be challenged on what will be the limits of the multinational firm in the future, and how multinational firms can continue to prosper while at the same time adhere to sustainable business initiatives. Equally useful to both undergraduate and graduate students of international business as well as professional development programs, Global Business: Competitiveness and Sustainability provides a necessary tonic for dealing with today’s troubled seas of globalization. |
| cross border financial advisor: Investor Decision-Making and the Role of the Financial Advisor Caterina Cruciani, 2017-11-13 This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions. Broken into three key parts, the book looks at the client, the advisor, and the relationship between the two. Chapters review relevant theories of decision-making under risk to understand the nature of clients’ decisions. The literature on advisors’ functions and the normative landscape regulating financial advisory are also addressed. Finally, this book reviews how behavioural finance has traditionally addressed portfolio selection and explains how trust can be seen as a viable avenue to maximize advisors’ effectiveness and pursue clients’ needs. This book will be of interest to both behavioural finance scholars and practitioners interested in understanding what the future of financial advisory may have in stock. |
| cross border financial advisor: Departments of Transportation and Treasury, and Independent Agencies Appropriations for 2005: DOT, Office of the Secretary, Federal Aviation Administration ... pt. 5. Office of Management and Budget, Internal Revenue Service United States. Congress. House. Committee on Appropriations. Subcommittee on the Departments of Transportation and Treasury, and Independent Agencies Appropriations, 2004 |
| cross border financial advisor: The Investment Banking Handbook J. Peter Williamson, 1991-01-16 This edited volume offers thorough coverage of the business of investment banking, including much inside information based on the extensive professional experience of the contributors. Comprising 32 chapters, covering every facet of investment banking, from its historical origins in the U.S. to the current high-dollar activity in mergers and acquisitions. Contributors are noted businessmen and academics from the U.S., Canada, Europe, and Japan. Chapters fall into eight sections: investment banking today, raising capital, transactional activities, specialized financial instruments, tax-exempt financing, broker activities, commercial banks and investment banking, and investment banking outside the United States. Raising capital is traditionally what investment banking is all about, and the Handbook explains who does it and how it's done. |
| cross border financial advisor: Advances in Consulting Research Volker Nissen, 2018-10-18 This book brings together cutting-edge research on consulting in a single volume, thus helping to make the state-of-the-art in the field of consulting research more accessible, to promote better practices in business, and to spark further research. The respective articles approach consulting from very different angles, taking into account various approaches for and fields of consulting, consulting providers, clients and markets, as well as technologies and trends. The book will benefit all consultants who want to critically reflect on their own methods and approaches in light of recent scientific findings. It also offers a helpful guide for students in Management and IT-related courses who are either considering a career in consulting or want to be informed consulting clients. Lastly, the book provides a comprehensive review of current developments and trends in consulting that will foster future contributions in this important research field. |
| cross border financial advisor: Uncomparable Kristen Luke, 2023-07-25 The Financial Advisor’s Definitive Guide to Niche Marketing In Uncomparable, veteran financial services marketing consultant Kristen Luke challenges the traditional concept of striving to be the best financial advisor in the industry. Instead, encourages financial advisors to become uncomparable by owning a niche and establishing themselves as an expert in solving one problem for one type of client. In this book, Luke argues that being better than the competition is not enough because you can be surpassed by other financial advisors who add just one additional service or implement a slightly superior approach. In contrast, by positioning yourself as unique and focusing on developing and promoting your expertise to a narrow set of clients, you become uncomparable and stand out as a leader in your space. This book offers practical advice to help you identify your niche and build your marketing strategy to attract your ideal clientele. With a refreshing perspective on business differentiation and actionable steps for standing out in a crowded marketplace, Uncomparable will allow you to find your path to marketing success. |
| cross border financial advisor: Advances in Mergers and Acquisitions Cary L. Cooper, Sydney Finkelstein, 2019-06-17 The chapters published in this volume provide cutting edge ideas by leading scholars, and help to inform mergers and acquisitions research around the world. |
| cross border financial advisor: Offshore Tax Evasion United States. Congress. Senate. Committee on Homeland Security and Governmental Affairs. Permanent Subcommittee on Investigations, 2014 |
| cross border financial advisor: Project Financing and the International Financial Markets Esteban C. Buljevich, Yoon S. Park, 2007-08-27 Since the 1970s, the practice of financing major private and public sector capital-intensive projects has shifted to an ever-greater reliance on private funding sources, as opposed to direct financing through the issuance of corporate or government bonds. In the 1990s, these financing practices have undergone further changes with the increasing globalization of capital markets, the growth of derivative instruments, and the rapid increase in information technology that enhances cash-management practices. Today's project financing market is increasingly using sophisticated capital market, bank and agency financing mechanisms as well as using derivative instruments for asset and liability management. Thus, financial market innovations are bringing the once separate fields of project financing and international finance more closely together. This is the first book to treat both topics as an interrelated whole, for contemporary project financing cannot be fully understood without a good working knowledge of the international financial markets that have developed the various financing techniques and funding sources being used. The book provides an in-depth description of cross-border project financing as a technique for financing capital-intensive projects, as well as an overview of certain financing and derivative instruments currently available in the global financial markets. The first part of the book provides an overview of certain funding and derivative instruments currently used in the international financial markets, including a general overview of financial innovations that have occurred in recent decades. Topics covered include an introduction to the syndicated Euro-credit market; an overview of various marketable debt securities actively used in the international financial markets; an introduction to depositary receipt as an innovative way of raising cross-border equity capital; an elaboration of the derivative instruments most commonly used in the project financing arena, including interest rate, currency and commodity swaps; and finally an overview of banks' off-balance sheet activities as a critical driving force for the participation of banks in the international financial and derivative markets. The second part of the book provides an in-depth analysis of project financing that concentrates on the financier's perspective. Topics covered include a general overview of the project financing industry; a step-by-step description of a typical cross-border project finance transaction; a description of the main characteristics and advantages of project financing as opposed to more traditional corporate lending practices; an overview of appraisal techniques for assessing project financing; a comprehensive analysis of the different risk management techniques used in project financing for reducing, distributing and hedging risks; and a brief overview of certain limited-resource financing schemes. The book includes a special focus on the various stages of the risk management process for project financing, elaborating on the different stages of risk identification, risk assessment, risk reduction, risk distribution and hedging and insurance. The authors also provide a comprehensive glossary of terms relating to international finance and project financing. This book will fulfill the need for an essential text on project financing as well as a professional reference guide. |
| cross border financial advisor: Fintech Policy Tool Kit For Regulators and Policy Makers in Asia and the Pacific Asian Development Bank, 2022-03-01 The rapid growth of fintech services in Asia and the Pacific can help countries leapfrog the challenges of traditional financial services infrastructure and dramatically increase access to financial services. An inclusive fintech ecosystem is essential to support economic growth, greater equality, and lower poverty levels. This publication details how to better understand and provide an enabling policy and regulatory environment to promote responsible fintech innovation, while ensuring consumer protection and supporting inclusive economic development in the region. |
| cross border financial advisor: SEC Docket United States. Securities and Exchange Commission, 2008 |
| cross border financial advisor: The Palgrave Handbook of FinTech and Blockchain Maurizio Pompella, Roman Matousek, 2021-06-01 Financial services technology and its effect on the field of finance and banking has been of major importance within the last few years. The spread of these so-called disruptive technologies, including Blockchain, has radically changed financial markets and transformed the operation of the industry as a whole. This is the first multidisciplinary handbook of FinTech and Blockchain covering finance, economics, and legal aspects globally. With comprehensive coverage of the current landscape of financial technology alongside a forward-looking approach, the chapters are devoted to the spread of structured finance, ICT, distributed ledger technology (DLT), cybersecurity, data protection, artificial intelligence, and cryptocurrencies. Given an unprecedented 2020, the contributions also address the consequences of the current emergency, and the pandemic stroke, which is revolutionizing social and economic paradigms and heavily affecting Fintech, Blockchain, and the banking sector as well, and would be of particular interest to finance academics and researchers alongside banking and financial services professionals. |
| cross border financial advisor: Innovative Financing Techniques for America's Transit Systems , 1998 |
| cross border financial advisor: Moolala Bruce Sellery, 2011-01-25 Smart, capable people are doing dumb things with their money. They can teach high school, write a marketing plan, navigate the Metro in Paris, file their own taxes, brew their own beer, program a PVR, and even raise teenagers. And still, these smart, capable people often do dumb things when it comes to their money. In Moolala, business journalist, professional coach, and popular speaker Bruce Sellery provides a simple, essential guide for those who, when it comes to managing their money, could use a spoonful of sugar to help the medicine go down. The goal of Moolala is simply stated: To inspire you to get a handle on your money so you can live the life you want. Through an engaging combination of interactive exercises, personal stories, and great practical advice, the book will take you through five simple and painless steps that will dramatically improve your financial well-being. Inspiring, informative, and fun, Moolala will transform the way you think about your money — and your life. From the Trade Paperback edition. |
| cross border financial advisor: Survey of Current Business , 2006 |
| cross border financial advisor: Global Financial Services Roy C. Smith, Ingo Walter, 1990 Covers a variety of international, commercial, and investment banking activities and addresses issues ranging from global equity finance to international credit analysis. Smith and Walter (Graduate School of Business Administration, NYU) give insight to managers who need to determine the sources of their firms' competitive strengths and assess market-share potential and international growth opportunities. Annotation copyrighted by Book News, Inc., Portland, OR |
| cross border financial advisor: International Business Information Ruth A. Pagell, Michael Halperin, 1999 Changes in the economy required business professionals and researchers to learn about new sources of information, as well as to expand their understanding of international business subjects. The sources, language, document coding, and definitions are different -- truly foreign. International Business Information was written to help business ...... |
| cross border financial advisor: Chinese Capital Market Takeover and Restructuring Guide Chengwei Liu, 2010-12-22 Although several useful entry guides to China for business investors have appeared in recent years, this is the first book to focus on a business strategy that is becoming increasingly important – and attractive – to businesses in China: the takeover and restructuring of a listed company. This practice orientated book has an additional value, moreover, in that it fully takes into account not only the relevant regulations, most of which were promulgated or updated from 2005 to 2010, but also the actual structures and procedures of nearly ninety announced deals, right up to September 2010. In unprecedented details, the author, an experienced M&A lawyer, describes China specific takeover and restructuring cases involving foreign investors as well as state-owned shareholders on the Shanghai Stock Exchange, the Shenzhen Stock Exchange and ‘ChiNext’. The presentation and analysis covers such elements as the following: the standard bids, such as tender offers, negotiated transfers, indirect takeovers and subscriptions for new shares; the special accesses available to a foreign investor such as qualifying as a ‘strategic investor’ or ‘qualified foreign institutional investor’ (QFII); the particular situations where ‘state-owned shareholder’ (SS) is involved or where a share exchange occurs, including where a foreign investor subscribes by injecting, or acquires indirectly via, its ‘onshore foreign invested enterprise’; the basic restructuring approaches of a listed company – public offering and private placement; and the full meaning and significance of the ‘substantial asset restructuring’ (SAR), which may be asset purchases, disposals or swaps, or the SAR in special cases – merger or separation deals. The author’s illustration of deal structures and step-by-step procedures, visualized in over 150 charts and checklists, gives the reader a clear path to follow through what can seem like a forbiddingly difficult process – a path rendered more secure by the deal histories presented. For companies with operations in China, or considering such operations, as well as professionals advising on these companies, this book is a goldmine of crucially valuable information and guidance. There is nothing else available that comes close to its authority or expertise in this area. |
Jesus and the Cross - Biblical Archaeology Society
Jan 26, 2025 · The cross remains as you said, as a symbol of the degradation and suffering that Jesus submitted his body as a sacrifice for the sins of …
How Was Jesus Crucified? - Biblical Archaeology Society
Apr 16, 2025 · Gospel accounts of Jesus’s execution do not specify how exactly Jesus was secured to the cross. Yet in Christian tradition, Jesus had …
Roman Crucifixion Methods Reveal the History of Crucifixi…
Aug 17, 2024 · Nailing to a cross is “less severe” and “less humiliating” as the condemned dies within a day from loss of blood. Tying to a cross is the most …
The Staurogram - Biblical Archaeology Society
Sep 24, 2024 · But the cross had nothing to do with Jesus Christ. The New Catholic Encyclopedia explains: “The cross is found in both pre …
Ancient Crucifixion Images - Biblical Archaeology Society
Mar 15, 2025 · The cross is the ultimate symbol for the crucifixion of Christ. I give out pennies with the cross punched in them and tell people …
Jesus and the Cross - Biblical Archaeology Society
Jan 26, 2025 · The cross remains as you said, as a symbol of the degradation and suffering that Jesus submitted his body as a sacrifice for the sins of humanity. The cross with or without the …
How Was Jesus Crucified? - Biblical Archaeology Society
Apr 16, 2025 · Gospel accounts of Jesus’s execution do not specify how exactly Jesus was secured to the cross. Yet in Christian tradition, Jesus had his palms and feet pierced with …
Roman Crucifixion Methods Reveal the History of Crucifixion
Aug 17, 2024 · Nailing to a cross is “less severe” and “less humiliating” as the condemned dies within a day from loss of blood. Tying to a cross is the most severe form of punishment usually …
The Staurogram - Biblical Archaeology Society
Sep 24, 2024 · But the cross had nothing to do with Jesus Christ. The New Catholic Encyclopedia explains: “The cross is found in both pre-Christian and non-Christian cultures.” Jesus did not …
Ancient Crucifixion Images - Biblical Archaeology Society
Mar 15, 2025 · The cross is the ultimate symbol for the crucifixion of Christ. I give out pennies with the cross punched in them and tell people whether you are an atheist, Muslim, Moonie, etc. …
What is the difference between cross_validate and cross_val_score?
Mar 11, 2021 · Note: When the cv argument is an integer, cross_val_score uses the KFold or StratifiedKFold strategies by default, the latter being used if the estimator derives from …
A Tomb in Jerusalem Reveals the History of Crucifixion and Roman ...
Aug 6, 2024 · The second device added to the cross was the suppedaneum, or foot support. It was less painful than the sedile, but it also prolonged the victim’s agony. Ancient historians …
When to use cross-validation? - Data Science Stack Exchange
Jan 23, 2021 · Cross-validation. Hi, I'm deploying machine learning models in my MSc thesis using Weka. I have noticed that when I use 10-fold cross-validation in the training dataset I get …
Cross validation - Data Science Stack Exchange
Apr 17, 2024 · Then cross-validation is only applied to the training data as it is part of the training process. The other issue raised in the linked post do not seem to me specific to cross …
Nested-cross validation pipeline and confidence intervals
Nov 26, 2024 · However, I would like to point out that the "class imbalance problem" is not at all the big problem that it is sometimes made out to be. See the following two threads over at …
